As we enter 2025, it’s important to stay updated on key financial numbers that can impact your planning and savings strategy.  The biggest change this year includes a new 401(k) “Super Ca…

As we step into 2025, the investment landscape feels just as uncertain than ever. Concerns about the economy linger, geopolitical tensions dominate headlines, and market valuations remain a hot topic…

Are you looking to make this year different with a book that inspires real change? Last year the Sound Stewardship team enjoyed a number of finance and leadership books that have grown and challenged…

Ten years ago, I made a change that completely shifted the trajectory of my life. I quit my job. I had become increasingly passionate about the profession of financial planning — not just the nu…